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Key Point Financial Services

(408) 731-4298

Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React
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"Employ your time well, if you mean to gain leisure." - Ben Franklin

You deserve a strategy that adapts to your needs. 

We create financial strategies tailored to your goals.

<b>Welcome to Key Point Financial Services!</b>

Welcome to Key Point Financial Services!

We are working with Securities America, Inc. Member FINRA/SIPC. to bring you a wide range of wealth management and investment services to our members. Together, we will provide you with a complete array of financial instruments, including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology, and unbiased investment research.

Whether you need assistance getting started with a retirement plan, evaluating your investment portfolio, planning for college or other major expenses, we're here to help!

For an appointment with one of our Financial Advisors, please call Mona Boomer at 408-731-4298.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Learn more

Meet Our Experienced Advisors

Michael Toy

Michael Toy

Financial Advisor

408-731-4100 Ex.7708

408-731-4064

Eatan Vijan

Eatan Vijan

Financial Advisor

408-731-4233

408-731-4405

Mona Boomer

Mona Boomer

Administrative Associate

408-731-4298

408-731-3963

We’d love to hear from you!

CONTACT US

Helpful Content

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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Do Your Kids Know The Value of a Silver Spoon?

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How Insurance Deductibles Work

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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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This questionnaire will help determine your tolerance for investment risk.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Use this calculator to estimate your capital gains tax.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Principles that can help create a portfolio designed to pursue investment goals.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Make your retirement as exciting as your next vacation.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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